Every 8-K that CNH INDUSTRIAL N.V. (CNH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CNH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CNH filings page.
CNH Industrial reported Q2 2026 consolidated revenues of $4.803 billion, up 2% year over year, while net income fell to $141 million and diluted EPS to $0.11, with adjusted net income of $161 million. Net sales of Industrial Activities were $4.143 billion, up 3%, but adjusted EBIT for Industrial Activities declined 25% to $167 million and margin to 4.0%.
Agriculture net sales were roughly flat at $3.3 billion, but adjusted EBIT dropped to $170 million and margin to 5.2% as weaker South American volumes, unfavorable mix, tariffs and higher labor, SG&A and R&D costs pressured profitability. Construction net sales rose 12% to $866 million, yet adjusted EBIT fell to $15 million and margin to 1.7% due to tariffs and higher R&D. Financial Services revenues declined 4% to $656 million and net income to $71 million, with receivables over 30 days past due rising to 4.4% of receivables.
Operating cash flow in Q2 was $145 million versus $772 million a year earlier, and Industrial Activities free cash flow was $150 million. The company returned $0.2 billion to shareholders via dividends and buybacks. Management describes 2026 as a trough year for the agriculture cycle but narrowed full‑year 2026 guidance to the higher end of prior ranges, now targeting Industrial Activities net sales flat to up 2%, adjusted EBIT margin of 3.2–3.8%, free cash flow of $200–$400 million and adjusted diluted EPS of $0.41–$0.46.
CNH Industrial N.V. announced planned senior leadership transitions. Chief Technology Officer Jay Schroeder will retire effective January 1, 2027, and Agriculture Chief Commercial Officer Stefano Pampolone will retire effective September 1, 2026. Both executives are expected to remain in advisory capacities to support leadership transitions.
Effective January 1, 2027, Eric Shuman, currently Vice President, Precision Technology Product Management, will become Chief Technology Officer after a more than 25-year career with the company. Effective September 1, 2026, global leaders will assume expanded roles: Chun Woytera as Chief Product & Sustainability Officer, Carlo Materazzo as Chief Manufacturing & Quality Officer, and Markus Müller as President, EMEA and Parts & Service. The company states there are no family relationships or related-party transactions involving Mr. Shuman requiring disclosure, and his compensatory arrangements in the new role are not yet finalized.
CNH Industrial N.V. reported that shareholders approved all resolutions at the 2026 Annual General Meeting. As of the April 10, 2026 record date, the company had 1,239,950,537 common shares and 370,433,244 special voting shares outstanding, for 1,610,383,781 voting shares, with 94.44% represented at the meeting.
All nominees to the Board were appointed or re‑appointed, and shareholders backed executive compensation with 96.08% of votes cast and chose an annual say‑on‑pay frequency. The 2025 annual financial statements were adopted and Deloitte entities were confirmed as auditors for Dutch statutory and U.S. GAAP accounts.
Shareholders approved a dividend of $0.10 per outstanding common share and granted the Board 18‑month authorizations from May 8, 2026 to issue new shares and/or rights up to 10% of issued share capital, limit or exclude pre‑emptive rights related to such issuances, and repurchase the company’s own shares. Directors were discharged for their 2025 duties.
CNH Industrial N.V. reported weak first quarter 2026 results as profitability fell sharply while revenue held steady and full-year guidance was reaffirmed. Consolidated revenues were $3.83 billion, essentially flat versus Q1 2025, but net income dropped to $10 million from $132 million, with diluted EPS at $0.01. Adjusted net income was $21 million, and Industrial Activities posted an adjusted EBIT loss of $45 million compared with a $101 million profit a year earlier.
In Agriculture, net sales were $2.60 billion, up 1% year-over-year, but adjusted EBIT slid to $27 million and margin fell to 1.0% amid lower volumes in North and South America, tariff impacts, and higher SG&A and R&D. Construction net sales declined 3% to $574 million, with adjusted EBIT turning to a loss of $28 million and margin at -4.9% due to tariffs, higher expenses, and softer volumes in the Americas.
Financial Services revenues were $646 million, down 1%, and net income decreased to $74 million, reflecting higher risk costs in Brazil and rising delinquencies, which reached 3.5% of receivables. Industrial free cash flow showed an absorption of $589 million. Despite these pressures, CNH reaffirmed its 2026 outlook, including Agriculture net sales down 5% to flat year-over-year, Agriculture adjusted EBIT margin of 4.5%–5.5%, Construction net sales about flat with 1.0%–2.0% adjusted EBIT margin, Industrial Activities net sales down 4% to flat, Industrial Activities adjusted EBIT margin of 2.5%–3.5%, free cash flow of Industrial Activities between $150 million and $350 million, and adjusted diluted EPS between $0.35 and $0.45.
CNH Industrial N.V. entered into a Credit Agreement Amendment with Citibank Europe plc, UK Branch, extending the maturity of its €3.25 billion credit facility to April 18, 2031. This preserves access to a large committed source of liquidity for a longer period.
As of the date of the amended credit agreement, no borrowings are outstanding under the facility, and CNH may borrow and repay amounts from time to time. The amendment is documented in an extension letter agreement filed as an exhibit.
CNH Industrial N.V. reports that Board members Asa Tamsons and Richard J. Kramer have notified the company that they will not stand for re-election at the end of their current terms. Their service on the Board will conclude at the end of the 2026 Annual Stockholders Meeting.
The company states that both decisions are not due to any disagreement with CNH Industrial on operations, policies, or practices. Based on the Governance and Sustainability Committee’s recommendation, CNH has nominated Richard Palmer and Lorenzo Simonelli for election as directors to replace Tamsons and Kramer following the 2026 Annual Meeting.
CNH Industrial reported mixed fourth-quarter 2025 results in a difficult agricultural cycle. Q4 consolidated revenues rose to $5.16 billion, up 6% year over year, and net sales of Industrial Activities grew 8% to $4.45 billion. However, Q4 net income fell to $89 million from $176 million, while diluted EPS declined to $0.07. Adjusted net income improved to $246 million with adjusted EPS of $0.19, helped by strong Industrial Activities adjusted EBIT of $234 million.
For full year 2025, consolidated revenues declined 9% to $18.10 billion and net income dropped to $505 million from $1.26 billion, with diluted EPS down to $0.41. Agriculture and Construction segments both saw double‑digit margin compression, partly due to tariffs, higher costs, and significant non‑cash impairments related to acquired R&D and minority investments. Industrial Free Cash Flow improved to $513 million, supported by inventory reductions and better working capital.
Looking to 2026, CNH expects global agriculture equipment demand to fall another 5% to trough levels before an anticipated industry recovery in 2027. Management guides Agriculture net sales to be between down 5% and flat with adjusted EBIT margin of 4.5%–5.5%, and Construction net sales about flat with 1.0%–2.0% margins. For Industrial Activities overall, the company targets net sales down 4% to flat, a lower adjusted EBIT margin of 2.5%–3.5%, Industrial Free Cash Flow of $150 million–$350 million, and adjusted diluted EPS of $0.35–$0.45.
CNH Industrial N.V. filed an 8-K stating it issued a press release announcing its third-quarter 2025 results. The company also made a slide presentation available in connection with an investor conference call on November 7, 2025.
The press release is furnished as Exhibit 99.1, and the results review presentation is furnished as Exhibit 99.2. Both documents provide highlights of CNH Industrial’s Q3 2025 operations and financial condition.